On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act (“the Act”). This Act set the framework for a variety of forms…
A person who creates a trust names the beneficiaries who can receive income and assets paid by the trust, as well as those persons or charities who would be entitled…
After a really challenging year of natural events (tornadoes, fires, hurricanes) and now Coronavirus, it’s hitting home for a lot of people just how unpredictable life can be. Now is…
The following is a recap of summaries of the various federal and Mississippi provisions for relief from the financial effects of the COVID-19 virus pandemic. FEDERAL RELIEF Families First Law…
Donna came in to talk about how to pay for her mother’s nursing home care, specifically Medicaid eligibility. She was concerned that her mother, Evelyn, had been named beneficiary of…
The law presumes that every adult is competent to make his or her own health-care decisions, and that no one has authority to make such decisions for the individual unless…
Retirement in America is growing less secure, physically and financially, given the omnipresent threat and cost of serious illness or disease. Why it matters: Qualifying for Medicare does not guarantee…
The IRS is giving charitable donors a significant benefit in not paying taxes on distributions from IRAs. Making a charitable contribution to a charity directly from an IRA can benefit…
On December 20, 2019 Congress passed the “Setting Every Community Up for Retirement Enhancement Act” (the SECURE Act) as part of the $1.7 trillion spending legislation that took effect January…
Over the years, we have counseled many clients who owned portions of “family land” that adjoined lands owned by other family members or neighbors. In many cases, the formal boundaries…
